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Creating a task template

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  1. Select Admin on the Dashboard.
  2. Select the Manage Tasks link.
  3. Select the Create Task button.Manage Tasks page 
  4. Enter the Task Name.
  5. Enter the Task Instructions.
  6. Choose the Purpose from the drop-down list.
  7. Choose the Owned By from the drop-down list.
  8. Choose the State from the drop-down list.
  9. Choose the Task Type from the drop-down list.Create Task Template 
  10. Choose the Office from the drop-down list.
  11. Choose the appropriate Tags from the drop-down list.
  12. Select Save.

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